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📇 Using vCards in Canned Messages
Overview vCards (Virtual Contact Files) are a powerful tool for sharing complete business contact information with your clients. OktoRocket supports embedding vCards into canned messages, making it easier than ever to send a digital business card ...
Creating Vendors
1. Go into the Directory screen 2. You get 3 options: Search for an existing vendor Create a new vendor Bulk import your vendors by uploading a .csv file Searching For An Existing Vendor Use name or phone number to search for an existing vendor: ...
Technician iPad Setup
Technicians should use the iPad application to perform digital vehicle inspections. This app is available in the Apple app store. In order to facilitate downloading and configuring of the app, follow these quick steps. 1. Log into the DC web ...
Managing Text Conversations
Edit Contact provides a method to set customer information such as name, business, email, etc. This information will be available on all subsequent interactions. Once you are done working with a customer, mark the conversation as complete. This will ...